港股异动 | 建滔积层板(01888)午后涨超8% AI需求带动PCB产业链景气公司为覆铜板龙头

智通财经2025-07-03

智通财经APP获悉，建滔积层板(01888)午后涨超8%，截至发稿，涨8.6%，报10.48港元，成交额1.77亿港元。消息面上，国盛证券表示，AI PCB需求爆发下，对应产业链当前供给均处于紧张状态，除高多层及高阶HDI产能稀缺紧张外，产业链上游高端材料供应同样稀缺，需重视AI大周期下，PCB产业链业绩爆发机会。开源证券认为，2025H1公司覆铜板价格调涨、国补刺激需求景气回暖支撑业绩表现，...

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港股异动 | 建滔积层板(01888)午后涨超8% AI需求带动PCB产业链景气 公司为覆铜板龙头

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港股异动 | 建滔积层板(01888)午后涨超8% AI需求带动PCB产业链景气公司为覆铜板龙头